A detailed history of Belpointe Asset Management LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Belpointe Asset Management LLC holds 5,215 shares of RJF stock, worth $820,215. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,215
Previous 3,435 51.82%
Holding current value
$820,215
Previous $424,000 50.47%
% of portfolio
0.04%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$106.39 - $125.13 $189,374 - $222,731
1,780 Added 51.82%
5,215 $638,000
Q2 2024

Aug 02, 2024

BUY
$115.67 - $129.99 $397,326 - $446,515
3,435 New
3,435 $424,000
Q1 2023

May 15, 2023

BUY
$87.16 - $118.11 $32,510 - $44,055
373 Added 29.07%
1,656 $154,000
Q4 2022

Feb 08, 2023

BUY
$98.06 - $123.98 $10,492 - $13,265
107 Added 9.1%
1,283 $137,000
Q3 2022

Nov 14, 2022

BUY
$25.39 - $110.98 $29,858 - $130,512
1,176 New
1,176 $116,000
Q2 2022

Aug 02, 2022

SELL
$85.45 - $113.79 $87,842 - $116,976
-1,028 Closed
0 $0
Q1 2022

Apr 28, 2022

BUY
$92.96 - $115.44 $95,562 - $118,672
1,028 New
1,028 $113,000

Others Institutions Holding RJF

About RAYMOND JAMES FINANCIAL INC


  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $33.8B
  • Description
  • Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management service...
More about RJF
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.